64 insights
Video
New
Nov 11, 2020
Yahoo! Finance Interview: Larry Cordisco
Watch Yahoo! Finance's interview with Larry Cordisco, who discusses the current rotation out of technology stocks and the potential impact of the Senate runoff elections in Georgia.
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Blog
New
Nov 5, 2020
Total Return Perspectives: October 2020
In October Treasuries resumed a steady rise in yields that began in August. Corporate and mortgage bond spreads narrowed, despite weakness in risk sentiment seen in equity markets. Although the election remains undecided, the bond market has rallied as investors are expecting a divided Congress – implying a smaller fiscal stimulus package and continued monetary support from the Fed.
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Video
Oct 27, 2020
October 27 Webinar Replay- Osterweis Fund & Osterweis Strategic Investment Fund Q3 Update
If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Fund and Osterweis Strategic Investment Fund.
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Podcast
Oct 27, 2020
Money Life with Chuck Jaffe: Interview with Jim Callinan
Listen to Emerging Opportunity Fund Portfolio Manager Jim Callinan's recent interview on the podcast “Money Life with Chuck Jaffe," where he discusses the answer to the question: "What is the right opportunity and what does it look like?"
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Outlook
Oct 16, 2020
Fourth Quarter Equity Outlook
Despite ongoing weakness in the economy, stocks continued to rally in the third quarter. At first glance it seems perplexing, but a deeper analysis reveals that the market drivers are both rational and sustainable. In our view, the pandemic has created profound shifts in demand that have generated strong tailwinds for a wide range of firms.
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News
Oct 16, 2020
Value Investor Insight: Osterweis Emerging Opportunity Fund Interview
In this article the Osterweis Emerging Opportunity Fund (OSTGX) team discusses how valuation factors into their growth strategy.
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Outlook
Oct 13, 2020
Fourth Quarter Total Return Outlook
Markets continued their recovery during the 3rd quarter, but the narrative transitioned from concerns about the pandemic to the U.S. election – a trend that we expect to continue in October. The outcome will likely have a material impact on both fiscal stimulus policies and Treasury yields.
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Video
Oct 13, 2020
October 13 Webinar Replay - Osterweis Strategic Income Fund Q3 Update
If you were unable to join our quarterly webinar, watch the the replay to hear updates on the Osterweis Strategic Income Fund.
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Outlook
Oct 13, 2020
Fourth Quarter Strategic Income Outlook
Markets have continued to rally despite the ongoing economic impact of the pandemic and the uncertainty of the upcoming U.S. election. We’re expecting increased volatility in the near term, and we think a cautious approach is the best course of action.
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Blog
Oct 6, 2020
Osterweis Total Return Fund Ranked #1 in Nontraditional Bond Category by US News & World Report
The Osterweis Total Return Fund was ranked against 311 funds in the nontraditional bond category, based on an equal weighting of the overall ratings provided by US News and World Report data sources as of August 31, 2020.
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Blog
Oct 2, 2020
Total Return Perspectives: September 2020
Treasuries were little changed in a month that saw yields confined to a very narrow range. Corporate and mortgage bond spreads widened slightly, consistent with the slight decline in equities and the uptick in equity volatility.
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News
Sep 25, 2020
Mutual Fund Observer: Osterweis Emerging Opportunity Fund Profile
Mutual Fund Observer recently published a profile on the Osterweis Emerging Opportunity Fund (OSTGX) and its portfolio manager, Jim Callinan. The profile delves into the fund and why they recommend it for "sustained, risk-conscious excellence."
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Blog
Sep 23, 2020
Is the Bond Market as Disconnected from Reality as the Stock Market?
Bob Veres of Insider’s Forum recently moderated a panel discussion featuring Eddy Vataru that explored the disconnect between the strength of the bond market and the weakness in the economy. Eddy explained that the situation is largely due to the Fed's monumental stimulus program, and he suggested strategies for investing in a low rate environment.
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Blog
Sep 23, 2020
Catching the Wave: Why Secular Growth Matters
In our view, the specific market dynamics that influence a company's sales growth prospects have a greater impact on equity returns than the overall direction of the economy.
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Video
Sep 14, 2020
Bloomberg TV: John Sheehan Interview
Watch Bloomberg TV's interview with John Sheehan, Portfolio Manager for the total return fixed income strategy, who discusses opportunities in investment grade bonds and provides an overview of the current market. John's segment begins at 16:25.
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